#Japan #Generative AI #Tokyo #Financial Services #NEC

NEC’s Innovative AI Integration in Sales Support Cloud

NEC is leading the way in enhancing banking operations by integrating generative AI features into its sales support cloud, specifically tailored for regional financial institutions. This significant enhancement is slated for release in spring 2026, aiming to modernize the sales processes within the financial sector.

As the demand for consulting sales engagements with corporate and individual clients rises, regional financial institutions are finding themselves increasingly bogged down by routine tasks such as preparation for client visits and organizing negotiation records. Acknowledging this challenge, NEC is leveraging AI technology to enable sales representatives to allocate more time for direct customer interaction and problem-solving. By doing so, they will help strengthen the customer-centric business models of regional banks.

Key Features of the Generative AI Functionality

The forthcoming generative AI functionalities include the following three main features:

1. Pre-Visit Research
Using processed public information and transaction data from within the financial institution, the AI will automatically organize and summarize the operational status and industry trends of the target companies. This feature aims to facilitate efficient pre-visit preparations for sales staff.

2. Negotiation Summary and Issue Extraction
The AI will analyze meeting records and necessary documentation, automatically highlighting key negotiation points and potential issues. This streamlined process will make it easier for staff members to collaborate on follow-up actions and prepare for future proposals.

3. Sales Scenario Development
Based on customer attributes and transaction histories, the AI will auto-generate proposals for loans, asset management, and business succession. This will enhance the overall quality of sales activities conducted by representatives.

NEC is also committed to providing end-to-end services that facilitate digital transformation (DX) by integrating business models, technology, and workforce solutions. Moving beyond traditional system integration (SI), NEC is evolving into what it describes as a “Value Driver,” encapsulated in its transformation framework known as BluStellar. This model utilizes advanced insights across various industries and cutting-edge technologies to reinvent business models, thus addressing social challenges and client management issues effectively.

Looking ahead, NEC plans to continually expand the generative AI functionality to better meet the evolving needs of regional financial institutions. By combining years of expertise in financial solutions with innovative AI capabilities, NEC aims to play a pivotal role in the sustainable economic growth of local economies.

For additional information regarding this initiative, please contact NEC’s Financial Solutions Division at:
Email: [email protected]

Conclusion

With the advent of generative AI features in its sales support cloud, NEC is poised to significantly enhance the operational productivity of regional financial institutions while elevating the quality of consulting sales. By bridging the gap between technological advancement and effective business practices, NEC is set to foster long-term growth and stability within the financial sector.